Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.
Our quarterly report on global dividends finds that payouts hit a new record during the second quarter.
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.
Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.
Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.
Listed real estate stocks may offer the potential for enhanced returns, steady income and greater diversification.
Portfolio Managers Jonathan Coleman and Scott Stutzman discuss some of the risks of taking a passive approach to small-cap investing in the current market environment.
Halfway through earnings season, longer-cycle industrials continue to show signs of strength, while short-cycle firms are dealing with uncertainty.